Title
Title
Rules and Forms | Probate Law and Procedure: Forms to Implement Assembly Bill 747 (Action Required)
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Summary
Summary
Assembly Bill 747 (Stats. 2025, ch. 563) made numerous changes to the Code of Civil Procedure that apply to service required under the Probate Code. To bring the forms used for service in probate proceedings into compliance with the new service requirements, the Probate and Mental Health Advisory Committee recommends approving two new forms, revising five forms, and revoking two forms.
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Recommendation
Recommendation
The Probate and Mental Health Advisory Committee recommends that the Judicial Council, effective January 1, 2027:
1. Approve the following forms:
• Declaration of Diligence for Substituted Service Attachment (form DE-123); and
• Proof of Service of Citation/Summons--Probate (form DE-126/GC-326).
2. Revise the following forms:
• Citation--Probate (form DE-122/GC-322);
• Summons (Probate) (form DE-125); and
• Citation for Conservatorship (form GC-320).
3. Revise Proof of Personal Service of Notice of Hearing--Decedent’s Estate or Trust (form DE-120(P)) and renumber and retitle as Proof of Service (Personal or Substituted)--Notice of Hearing (form DE-120(P)/GC-020(P)).
4. Revise What Is “Proof of Service” in a Guardianship? (form GC-510) and renumber as form GC-209-INFO.
5. Revoke the following forms:
• Attachment to Notice of Hearing Proof of Personal Service (form DE-120(PA)/GC- 020(PA)); and
• Proof of Personal Service of Notice of Hearing--Guardianship or Conservatorship (form GC-020(P)).
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